Evolution Wealth Advisors’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Evolution Wealth Advisors’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-575	Closed	-$22K	–	663
2020 Q4	$22K	Hold	575	–	–	0.01%	258
2020 Q3	$19K	Hold	575	–	–	0.01%	275
2020 Q2	$19K	Hold	575	–	–	0.01%	209
2020 Q1	$17K	Hold	575	–	–	0.01%	163
2019 Q4	$25K	Hold	575	–	–	0.01%	210
2019 Q3	$25K	Sell	575 -29,425	-98%	-$1.23M	0.01%	80
2019 Q2	$1.26M	Sell	30,000 -16,275	-35%	-$684K	0.55%	21
2019 Q1	$1.97M	Buy	46,275 +2,847	+7%	+$117K	0.9%	26
2018 Q4	$1.66M	Buy	+43,428	New	+$1.75M	0.76%	32

Other funds holding SPHD

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Evolution Wealth Advisors's SPHD Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2021, closing a stake of 575 shares — an estimated $22K sold.

Evolution Wealth Advisors first reported a position in SPHD in Q4 2018 and held it in 9 quarters. The position peaked at $1.97M in Q1 2019. 256 funds tracked by Wall St. Rank hold SPHD as of Q1 2021.

Evolution Wealth Advisors reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 575 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2021, an estimated $22K.
Evolution Wealth Advisors first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2018 and held it in 9 quarters.
Evolution Wealth Advisors's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $1.97M in Q1 2019.
256 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.